Jm Family Enterprises, Inc. Associates' Retirement Plan — Form 5500 plan (Jm Family Automotive LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jm Family Enterprises, Inc. Associates' Retirement Plan is a benefit plan reported by Jm Family Automotive LLC under EIN 59-1390794 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,503 participants and $738,848,185 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jm Family Automotive LLC
- EIN
- 59-1390794
- Plan number
- 002
- Plan type
- 2
- Location
- Deerfield Beach, FL
- Latest filing year
- 2023
- Participants
- 7,503
- End-of-year plan assets
- $738,848,185
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,503 | H, C | 20241011160005NAL0023169505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $738,848,185
- Total liabilities (EOY)
- $2,157,690
- Net assets (EOY)
- $736,690,495
- Net assets (BOY)
- $651,440,206
Income & contributions
- Employer contributions
- $30,000,000
- Total contributions
- $30,000,000
- Total income / additions
- $103,004,405
Expenses & distributions
- Benefits paid
- $16,641,074
- Administrative expenses
- $1,113,042
- Total expenses
- $17,754,116
- Net increase / (decrease)
- $85,250,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acadian Asset Mgmt LLC | INV MGMT | $298,405 | not reported in the loaded dataset | 2023 |
| Boston Trust Walden Company | INV MGMT | $219,440 | $0 | 2023 |
| Jpmorgan Chase Bank, N.A. | INV MGMT | $158,528 | not reported in the loaded dataset | 2023 |
| New England Pension Consulants | INV ADVISORY | $146,023 | not reported in the loaded dataset | 2023 |
| Sands Capital Management, LLC | INV MGMT | $115,948 | $0 | 2023 |
| Northern Trust | TRUSTEE | $88,205 | $0 | 2023 |
| Dodge & Cox | INV MGMT | $82,067 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jm Family Automotive LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Deerfield Beach, FL
- Acadian Asset Mgmt LLC — Schedule C compensation
- Boston Trust Walden Company — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- New England Pension Consulants — Schedule C compensation
- Sands Capital Management, LLC — Schedule C compensation
- Northern Trust — Schedule C compensation
- Dodge & Cox — Schedule C compensation